stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
You may be thinking of this...
Energy, Transition, Maritime & occasional Politics.
1,194 followers 403 following 5,591 posts
view profile on Bluesky stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
You may be thinking of this...
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
GB has multiple interconnections its never just Fra (or even always Fra as GB net exported when Fra Nuclear had a skip fire of a yr in '22) there is always the gas reserve for limited hours. You'd deliver more GB wide decarb from spending SZC money in other ways.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
No it doesn't. Not yet at least.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
N Korean levels of approval. 🙄
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Thats now how to build a glass bottom viewing boat guys
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Oh god not the MC/IA 😫 PM should make a clear decision. Its always a political Q not a technical one.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
I suppose the starting point is the existing ponds and decontamination.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Each extension has surely given both EDF and ONR an ever better understanding on where the line is If they'd known what was going to happen in 21/2 onward in advance they almost certainly would have tried to get another 6mo-yr out of the 2 in '22. I think there was a broad view it was possible
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
I'm assuming EDF are reasonably confident or they'd have held fire.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
🙄 Dublin was ineffectual. In 2019 3,258 requests from the UK to transfer individuals out. Of which 263 were returned. (714 transfers in)
stockfttp.bsky.social (@stockfttp.bsky.social)
Deeply sceptical though I am on new build nuclear cost & delivery timeframes, extensions where safe & value for money are helpful Narrows the window as these AGRs close but before a significant portion of new wind arrives 28-31. Heysham 2 & Torness if extended wd cover HPC delays to ~2031
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Looks useful afterwards as a dust cover for an upright piano
Both mean maximum and mean minimum summer temperatures 🌡 are on the rise.. a reflection of both warming days and nights
stockfttp.bsky.social (@stockfttp.bsky.social)
Reducing the head height would obv bring on PH potential in many additional areas. But I remain sceptical both on High Density Fluids and ultimate price point -v- alternatives 🤔
Electric truck sales are "soaring" in China, says Nikkei Asia More were sold in H1 of this year than in the whole of 2024 (!) asia.nikkei.com/spot...
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Its head and shoulders above all the others (Someone had to say this - I don't make the rules...)
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Oh Christ I listened to the first bit. New O&G L's won't make them able to compete
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
At the moment yes but with a large share of homes in the future with PV the classic mild/sunny weekend demand gets very low and after always on generation management becomes harder esp in a fault situation. Which is why various grids have or are implementing this
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Papers don't have to actually keep the grid within operational limits in the event of a line fault eg. Giving the grid an in extremis tool if needed to control the PV improves security.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
I'm talking system stability in the latter - Its not about cost.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
People do do this. It will never do much in winter or early or late in the day but if you want more kwh and have few other options then it may be a best choice
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Ok so you have the demand! And not just winter. An installer can advise on the best options but look like 10kw or more would cover your demand outside Jan/Feb. (depends on the size of each roof obv)
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
The cost of panels is peanuts now. So once you have scaf up & people on the roof a bigger array the better generally. You'd still pick the best roof first but I certainly know people who have done a full N & S roof. All assuming you have the export limit, battery or home demand to justify that.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Not quite true on the first; its not metered but the grid now has pretty good live estimation tools. I tend to think it was a mistake not to have as some countries do a way to reduce domestic solar in extremis
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Its flagged in cp30 as a project they need to try to accelerate or face potential 2.7-2.8bn constraint costs in '30. Sorry idk.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
There is a perverse joy watching KS giving such awkward answers that they might not pass the Turing test.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
In a relatively short time panels have got to the stage they mostly deal with the problem unless you have a v unlucky roof. & rising MPPT #s make it ever easier to limit residual impacts.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
If you aren't in a city/town &/or you have sensitive equip or medical devices then given price falls - and if you can afford it - I'd get a bess with whole home backup power.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Boring stuff like a earth.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Bumping mine up to the array size was a lot more expensive though sometimes it can be next to no difference. Bit of luck on where that one falls. Often timing the bat charge to exploit DC to effectively ignore the inverter rating is not too difficult thats a mitigation if ppl need it.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
That sounds high (without knowing the detail) esp with a Scaf saving of perhaps 500-1000 but if you couldn’t get other quotes it is what it is.
NEW Summer 2025 was the UK's hottest on record This year's average summer temperature of 16.1C was made around 70 times more likely because of climate change, the @metoffice.gov.uk has found www.metoffice.gov.uk/about-us/new...
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
The system value of not having to meet so high a peak of demand in a Df is much more important than the paper cost of heat storage Its low tech & widely replicable which is ideal compared to most alt Running costs are potentially q interesting where it can be periodically topped up in -ve pricing
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
You'll always have UK/Ire facing typical westerly winter storms hours to days ahead of most of Europe (they may hook north & miss it altogether as you well know) So a lot of reason to think there is a natural export there Far north projects does ~ mitigate a block pushing storms north
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Bring me on some big brother
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
UK wind should be somewhat anticorrelated to central Europe. Sustained -ve will be a bigger issue for F N than for UK. Ger has a lot of price insensitive R atm but as in most places that will change
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
The working assumption is GB becomes a net exporter of elec (lots of variables so not certain) in the 2030s even with wider decarb. But gross gen and actual consumption are not going to be the same mix.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
At times in theory yes. In practice its more messy than that as you have eg price insensitive nuclear and FIT solar
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
You'll be telling me you like Kevin Sorbo in Hercules next !
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Indeed. Its a difficult environment (salt and metals!) which is why despite so much effort over a long period of time its not delivered v much.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Not sure about the more cost effective than bess. Bess can revenue stack allowing it to bid low. The original auctions restricted bess access that stopped it winning more than it did and that was years back so the cost would be substantially lower now.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
😫 MeyGen is 6MW. (4x1.5) Far less than a single WT. Its a rounding error contribution to the grid.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Didn't quite stay thick cloud all the way through the free electricity session but not bad for most of it. Tank of HW, cooked some flapjack (snacks), jacket potatoes + casserole for this evening and did the dishwashing & vacuuming. Now what to set to run for tomorrows session 🤔
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Most grid freq need is short term management (and syncon doesn't run out in that sense) and no BESS is not a few minutes. There are multi hour bess already online and a lot more coming.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Looking for tidal
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
You don't need a spinning reserve. Grid forming bess and syncons can manage normal fluctuations
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
No. The price setter changes the price changes.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
😫 Onshore CFs are over 20% and offshore over 40%
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
It may be I've not checked recent numbers but unless the gov makes it a one way better there is little interest and if they do grave concern the liabilities exceed the sales.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Something something privacy something something big brother saving you money 😀
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Reality is going to kick them in the shins on that one.
stockfttp.bsky.social (@stockfttp.bsky.social)
So in the last ~20yrs Gov has issued >1700 licences while O&G has fallen by >2/3rds. You can issue them like confetti but in a mature basin the result will be limited and such additional will probably only proceed with excessively generous tax changes.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
N has no role in peaking. The net effect of raiding the GBE budget to bail out L's nuclear plans is less clean power at a higher cost.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
N might be right coded; correct is another matter. More a never revaluated carryover from the fag end of the NL (like its overliance on CCS) with an upside of union support making it internally helpful.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Morven mentioned in article is floating wind but its in Scotland (East coast connecting to Eng) Bar the SW FLOW is almost only in Sco.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
~35m iirc. Both FB - or all three if you inc Morecambe (480MW) eventually which is as shallow as 18m in places.
stockfttp.bsky.social (@stockfttp.bsky.social)
As expected Morgan 1.5GW consent has now been given
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Its attached to a district heating network so no need for power but they do have a P2H2P project in development. Maybe there is a niche that works in but we'll see
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
It used to be IOF etc were excluded from the FE sessions. You only got a 1hr credit on charging. Unsurprisingly many people were 'unhappy' so now they can take part.
A few thoughts on this, which has been an open secret in the sector for quite a while. It is the Government's growth mission and clean power mission in manifest tension. /1
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
But even if, and with SCOTUS in DTs pocket thats a big if, you win the cases its several years of damage to the industry and delays which will take even longer to recover from.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Yes and not too strong in Sco so curtailment won't be so awful.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
2031 was my understanding. But 31 was already in CP30. Idk how realistic acceleration plans are I've certainly not heard anything? Given the constraint costs its certainly a case where significant additional cost would be worth it if it could be progressed quicker.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Maj of construction done by late 29 so limited risk imo 🤔. Though more if 28 than 29. But the Gov would be mad to go for 28.
stockfttp.bsky.social (@stockfttp.bsky.social)
For the first time this yr the weather looks bad enough with cloud/rain forecast that my solar output might be low enough I can turn up enough power (without losing much on export payments) to actually get some free power 🤞
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
I can't see HMT putting up the money - not that GB has a blade maker as opposed to local construction - and the Eu trade deal makes SA v difficult
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Well certainly those European countries with a national champ had better support them or they will get bulldozered by China. But practically may need to be Europe (as you'd need state aid to really move the dial)
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Bc the costs to design WTs at that size are eye watering. Its not just make each part bigger its often complete redesign. And the western WT makers are struggling at best and don't have the money.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Only protectionism/'Security' or tariffs or CBAM can keep 🇨🇳 WTs out. I believe '20MW' Boreas is the largest install capacity atm. Though some under construction due late 25 🤔 or order are designed for 300m rotor diameters so close on the 26MW (310m) class.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
No (or at least not the extent it has) While certainly secondary concerns around smog (that even repressive regimes can’t ignore) and stealing an advantage from new industry for growth the main driver was/is energy security
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
just moving the problem though need a slow release water butt or similar...
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
I did once load my car up for a work trip; 'lose' my keys; get the spare set of keys. Drove to an office, parked in a public CP did some work got back at the end of the day to find my 'original' car keys were sticking out of boot lock. How it didn't get nicked is a miracle.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
I can't believe you found them. Thats defying all odds.
stockfttp.bsky.social (@stockfttp.bsky.social)
The contortions needed here for the Gov to hold both positions would send anyone else to a chiropractor.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Any peaking heat demand should benefit from a heat store. Still prob need Gov support of some form to get the ball rolling.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Has people with 6 fingers vibes. It manages to do the hard work then screw it all up.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Not sure which monopile its going to attach that strange blade nacelle to.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Agreed; revenue stacking might make it work or if you could be next to some free ind heat. Esp in summer where you might have a full heat store and just be throwing it away otherwise
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
When you have potentially a lot of spare wind and -ve pricing / turn up does look so.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Lot of potential as is I'm yet to be convinced on the P2H2P spin off.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Its attached to the district heating system.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Ceteris paribus smaller reactors are less efficient with higher opex ~ more costly. But until its built like the capex its rather speculative
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Idk what assumptions they used but building BESS for in day firming is not too difficult. PH will cover longer (both should have announcements from the LDES (8hr+) bid results in Q2 26. There are longer alternatives but low W&S is ~2% of days Ultimately we can run trad GTs for such minimal hours
stockfttp.bsky.social (@stockfttp.bsky.social)
1GW/4GWh first stage with potential for 8GWh
HOT OFF THE PRESS: @carbonbrief.org's new solar myth-buster debunks 16 common claims—“farmland destruction,” “higher bills,” “wildlife harm,” and more. D Data-rich, evidence-based, easy to navigate. interactive.carbonbrief.org/factcheck/so...
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Pembroke CCGT sits right at the Greenlink. The impact atm is to make GB dirtier.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Hmm of the top list. The first has had much of its money nicked for nuclear fantasies; and solar on schools is good spin on the abandoning of the larger Public Sector Decarbonisation Scheme. 2 forced largely by events not design. One basically a carry over the previous Gov.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
is this what the kids call a side hustle 😀
NEW | It’s been a record year for British solar power - solar generation was up by a THIRD for the first six months of 2025! 🌞 The drivers? - Low costs 💰 - A decade-high in household solar installations 🏠 - Ambitious solar targets 🎯 https://loom.ly/-pzxBgQ
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Eat after 7pm not 6. Makes little difference to me.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Heavy rain this morning (needed) but only 14.30kWh so far even if its 5kw atm. I'm behind my month forecast. Still strong exports financially atm for the week or month. Sept sunset cutting into the end of the peak is going to start hurting soon...
stockfttp.bsky.social (@stockfttp.bsky.social)
Danger this is hoovered up by the more affluent and exacerbates energy inequality but still a pretty strong deployment (for quite low cost to the Gov)
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
Given how people do check the weather routinely getting eg @metoffice.gov.uk to include greener days graphs like @energystatsuk.bsky.social or CI maps might be quite effective to get eye balls and awareness towards DSR
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
One of the reasons the Gov should act on levies is that the political benefit is strong. The additional cost funded from general taxation will barely be noticed by those paying it but actual energy bill cuts will be more visible.
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
FE doesn't really work for solar users unless they start to become common in winter storms. I'm IOF so can't even charge the battery...
stockfttp.bsky.social (@stockfttp.bsky.social) reply parent
While I agree longer term that DSR needs to be mostly automated not manual; in the short to medium we need a better reward immediacy bc atm there is a real disconnect.
stockfttp.bsky.social (@stockfttp.bsky.social)
"A third-party aggregator ...had seen cases where households with a full suite of technologies—heat pump, solar PV, battery, and EV—could earn up to £2,000 in rewards by participating in turn-down events throughout the year. " I will have to up my game I'm not even close.
I'm sure the article says this, but it's not really a thought experiment, it's just what's happening. Where "we" equals "successful if not particularly profitable Chinese industrial policy and companies". Modules today cost 10 US cents per W, which is really, really cheap.
What if Russia sends sharks with lasers on their heads and they grab onto the windmill at the bottom and then the centrifugal force hurls them onto our territory and then boom, there's laser sharks right on your street, President Trump is very concerned about that and every American should be too